Independent Financial Group’s iShares 0-5 Year Investment Grade Corporate Bond ETF SLQD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $299K | Buy |
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|
2025
Q4 | $284K | Buy |
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|
2025
Q3 | $280K | Sell |
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|
2025
Q2 | $292K | Buy |
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|
2025
Q1 | $262K | Sell |
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|
2024
Q4 | $282K | Sell |
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|
2024
Q3 | $301K | Buy |
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|
2024
Q2 | $262K | Hold |
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|
2024
Q1 | $261K | Sell |
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|
2023
Q4 | $267K | Buy |
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|
2023
Q3 | $231K | Buy |
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|
2023
Q2 | $225K | Buy |
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